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Schwab Fundamental US Small Company Index ETF

441 hedge funds and large institutions have $7.02B invested in Schwab Fundamental US Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Auxano Advisors
Washington
$384K
LI
227
Lafayette Investments
Maryland
$384K
CP
228
Creekside Partners
California
$379K
AG
229
AlTi Global
New York
$377K
PFS
230
Prospera Financial Services
Texas
$376K
CG
231
Caprock Group
Idaho
$375K
AP
232
Appleton Partners
Massachusetts
$373K
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$364K
BlackRock
234
BlackRock
New York
$359K
EWA
235
EverSource Wealth Advisors
Alabama
$345K
GIM
236
Glenmede Investment Management
Pennsylvania
$340K
MPW
237
Magnolia Private Wealth
Pennsylvania
$337K
SWM
238
SeaCrest Wealth Management
New York
$337K
NCM
239
Noesis Capital Mangement
Florida
$336K
KIA
240
KCM Investment Advisors
California
$332K
CA
241
Clune & Associates
Illinois
$322K
IAA
242
Independent Advisor Alliance
North Carolina
$322K
KAS
243
Kestra Advisory Services
Texas
$320K
CA
244
Clearstead Advisors
Ohio
$319K
USCWA
245
U.S. Capital Wealth Advisors
Texas
$318K
NFG
246
Nations Financial Group
Iowa
$317K
TPI
247
Trust Point Inc
Wisconsin
$308K
E
248
EntreWealth
Texas
$305K
PIMG
249
Patriot Investment Management Group
Tennessee
$304K
JWCA
250
J.W. Cole Advisors
Florida
$303K